Kathleen S. Wright Associates Inc. Vanguard Energy ETF Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 700 shares of VDE stock, worth $88,620. This represents 0.03% of its overall portfolio holdings.
Number of Shares
700
Previous 645
8.53%
Holding current value
$88,620
Previous $78,000
7.69%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
741Shares Held
28.1MCall Options Held
142KPut Options Held
23.2K-
Wealthfront Advisers LLC5.41MShares$684 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC2.51MShares$317 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$212 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$173 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$149 Million0.03% of portfolio